Who We Are
Founded by Bob James and shaped with the help of his son and successor Tom into an international financial services firm, Raymond James matches sophistication with an enduring personal approach to help people in pursuit … of happiness, of the future, of success as they define it.
Our mission has always been to meet the investment and financial planning needs of individuals, which was novel in 1962. When Raymond James opened its doors, most firms were focused on little more than selling stocks and mutual funds. More than 50 years later, we’re proud that we continue leading the way.
By the Numbers
*As of 6/30/2018. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock
By the Numbers
*As of 6/30/2018. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock.
Leveraging our extensive service and product offerings, our financial advisors design custom wealth management strategies tailored specifically to your objectives. It all begins with a step-by-step process designed to help you ask and answer key questions, a process developed and refined over more than 50 years of helping uniquely successful individuals and their families.
We offer investors direct access to our people – from top professionals to senior leaders – through:
A broad offering of sophisticated investments from separately managed accounts and structured products to fixed income and more.
A wealth of opportunities across our robust Capital Markets discipline, including access to powerful foreign exchange solutions.
An array of institutional-quality strategies, including commodities, hedge funds, private equity and real estate.
Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.
A thoughtful approach to a lasting legacy that includes trust services and administration, donor advised funds, and philanthropic and planned giving strategies.
Trust services available through our affiliate Raymond James Trust, N.A.
A suite of options designed to simplify your life from securities-based lending to mortgage programs available in Raymond James Bank’s Private Wealth Mortgage Channel.
Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.
A tradition of planning, growing and protecting your assets that incorporates family office services, family governance, business planning, risk management and more.
You’re likely familiar with the challenges of family wealth, which is why we make it our priority to handle all matters related to it – from managing and preserving to giving and legacy building – leaving you free to focus on the family. Our services include:
In addition to its privileges, your professional success is accompanied by certain complexities and responsibilities. To help you manage them, we offer you expertise and strategies for:
Given how much you’ve put into your business, our goal is to ensure you get just as much back with a full range of services to help you grow, protect and ultimately transfer your greatest asset, including:
Success like yours is rare, and we can help you make the most of it with support to help address every facet of your finances. From strategies designed to preserve your income to guidance for your next opportunity, we can assist you with:
In good times or bad, a significant wealth event will always require careful management to help you protect your wealth, provide income for your lifestyle and build your legacy. Our private wealth services can help you manage the wealth you receive through:
Elite success opens a world of possibility few will ever experience – and still fewer can navigate well. Helping stewards of profound wealth capitalize on success is the sole focus of the Private Institutional Client (“PIC”) desk. Taking an institutional approach, PIC leverages the extensive resources and capabilities of its professional team to generate sophisticated investment and capital markets-based solutions.
Our firm is proud to carry out a legacy of high-quality, client-first service. We ensure our financial advisors have premier resources and capabilities at their disposal, combined with an open-architecture model and the independence to serve clients how they know best.
Our deliberate nature and thoughtful approach to financial planning have led to a history of strength and steady, stable growth. Our company’s conservative approach began in 1962 when Robert James put the word investments after his name.
We recognize the trust you place in us when you disclose personal information. To maintaining that trust, Raymond James has a dedicated Privacy Office committed to the privacy and protection of your personal information entrusted to us. From technological safeguards to employee policies and operating procedures, we maintain constant vigilance where your privacy is concerned.
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